Crozscore:

Crozscore:

Software Description:

Moroku GameSystem helps banks build digital banking and wealth management solutions that are relevant and take customers on a journey of building financial muscle, teaching them through repetition the skills to pay off debt and save, rewarding them for saving not spending, to learn that it is good!

This is a new operating model for banks. Today the majority of banks are heavily reliant on their mortgage businesses. Under this paradigm, large sales and marketing teams are focused on mortgage deals i.e product focused. Under the Moroku model, banks become customer success focused, motivated not just on acquiring a mortgage but most importantly upon helping their customers in paying it off and succeeding.

Under this model the bank builds a sustainable portfolio of customers who are building financial skills, become better, stronger customers financially, better positioned to take on more complex products, such as wealth management and investments and are a lot more likely to promote the bank to their friends and family.

Moroku GameSystem is a complete set of technologies for the deployment and operation of the next generation of mobile banking and wealth management applications that employ motivational theory to build financial muscle and literacy.

Software Description:

DealCloud is a pioneer in M&A software. The Company was formed in 2010 by a team of former deal professionals with deep knowledge of the private capital markets. DealCloud has quickly emerged as a global leader in providing deal management, workflow, and technology solutions to all participants in the private capital markets, including private equity and growth capital firms, sell-side banks, publicly traded companies, and debt capital investors. DealCloud is well known for their client service and the team takes great pride in the delivery of the platform and the strength of their relationships with clients. DealCloud understands the pace of deal execution and is committed to working at the same cadence as their clients to deliver fast and accurate outcomes. The team is fully committed to the success of their clients.

Software Description:

Crunch delivers a unique combination of accounting software and real accountants for the freelance, contractor and start-up business.

Our software is developed in-house, unique to us, and tailored specifically to the needs of those audiences. Our limited company accountants help you stay on top of your finances, giving you more time to focus on running your business.

Unlimited accountancy support
Our accountants are always on hand to provide support tailored to your limited company, from answering queries on allowable business expenses to proactive advice on managing your accounts.

Manage your accounts online
Our online accounting software helps you keep on top of your limited company accounts and bookkeeping. Send invoices, record expenses and get a real-time view of your accounts and how much tax you owe - anytime, anywhere.

Year end accounts
When your year end comes, your client manager will work with you to ensure we've everything we need to file your accounts direct with HMRC. We'll also take care of your Company Tax return and will let you know exactly how much Corporation Tax is due.

Accountancy review
Our accountancy reviews make sure your limited company accounts are in good shape. With a full check-up from one of our accountants, you'll get advice on how to claim for complex expenses, be made aware of tax schemes available to you, and much more.

IR35 review
Not sure if you're affected by IR35? We'll help you navigate the sometimes complicated rules. Our IR35 review service will assess your contracts and working practices to find out if you're at risk from an HMRC investigation and advise on the best course of action.

Our Accreditations
You can feel safe in the knowledge that we are experts in our field. Our accountants have a range of qualifications from the Association of Accounting Technicians (AAT), Association of Chartered Certified Accountants (ACCA) and the Institute of Chartered Accountants in England and Wales (ICAEW). We are also IPSE accredited (which recognises our particular expertise in dealing with tax issues for the self-employed), and an AAT Accredited Employer.

Features:

Dashboard

Customer Management

External Integrations

Notifications

API

Multi-User

Features:

Third-Party Plugins/Add-Ons

General Account Ledger

Budgeting

Gantt Charts

Lead Scoring

Task Scheduling/Tracking

Lead Management

Calendar Management

Scheduling

Dashboard

Call Tracking

Project Management

Marketing Automation

Email Integration

Forecasting

Data Visualization

Contact Sharing

Contact Management

Batch Permissions & Access

File Sharing

External Integrations

Customer Management

Multi-Currency

Notifications

Multi-User

2-Factor Authentication

API

Data Export

Data Import

Features:

Notifications

Balance Sheet

Forecasting

General Account Ledger

Data Export

Accounts Receivable

Billing/Invoicing

Budgeting

Expense Tracking

Dashboard

Payroll

Multi-User

Data Import

API

Data Visualization

Tax Management

P&L

Accounts Payable

Summary:

Financial Servcies Gamification Platform

Summary:

No key features associated with this application.

Summary:

Online accounting software

Dedicated client manager

Access to team of accountants

Unlimited phone and email support

Mileage app

Receipt scanning app

Registration for company taxes

VAT returns completed and submitted

Annual accounts

Company Tax return filing

Small

$3.891 user(s) / year

Included in plan:

Startup Chore Scout package includes 5000 free players

Basic

$96.291 user(s) / month

Included in plan:

Online accounting software

Dedicated client manager

Access to team of accountants

Unlimited phone and email support

Mileage app

Receipt scanning app

Registration for company taxes

VAT returns completed and submitted

Annual accounts

Company Tax return filing

End of year PAYE

Payroll for directors (up to the NI threshold)

Dividend payment functionality

Registered Office

Mortgage service

Plus

$151.711 user(s) / month

Included in plan:

As basic plus:

Self Assessment filing (up to two directors)

In-app chat for quicker responses

Service office address and forward

References (two per year)

IR35 review (one standard IR35 review)

Business Protect Insurance worth £59.50 plus IPT (must be activated)

Payroll for up to 10 employees

Accountancy healthcheck (one per year)

Mortgage service (£150 cashback)

Premium

$272.241 user(s) / month

Included in plan:

As Plus, plus:

Self Assessment filing (up to four directors)

IR35 review (two standard IR35 reviews or one enhanced IR35 review)

Payroll for up to 10 employees

Accountancy healthcheck (two per year)

Mortgage service (£250 cashback)

Bookkeeping

Pension auto-enrolment (set up costs additional £270+VAT)

FAQs:

Does this service offer guides, tutorials and or customer support?

Yes it does.

Does this service offer multi-user capability (e.g. teams)?

Yes.

Does this service integrate with any other apps?

Yes - core banking systems.

Does this service offer an API?

Yes.

What are some applications this service is commonly used in tandem with?

Core banking systems.

What platforms does this service support?

All internet facing applications.

What is this service generally used for?

Making banking fun.

Who are the main user groups of this service?

Banks looking to engage customers.

FAQs:

Does this service offer an API?

Yes, the DealCloud platform has an API.

What are some applications this service is commonly used in tandem with?

DealCloud has an API enabling the platform to integrate with a variety of applications.

Does this service integrate with any other apps?

DealCloud has an API enabling the platform to integrate with a variety of applications.

Does this service offer guides, tutorials and or customer support?

Yes, the DealCloud platform has a user online university which include tutorials and FAQs. In addition there is a certified platform trainer available for on-site training. As well as costumer support and an account management team to address any additional inquiries.

Who are the main user groups of this service?

Deal professional, such as investors and advisors leverage DealCloud's deal management platform, data, and exceptional capital market expertise to power their deal teams to consistently higher levels of performance.

What is this service generally used for?

To help deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies on a single platform.

What platforms does this service support?

DealCloud is supported by Apple/app store and Microsoft.

Does this service offer multi-user capability (e.g. teams)?

Yes, the DealCloud platform offers multi-user capabilities.

FAQs:

Who are the main user groups of this service?

Freelancers, contractors, self employed and start-up businesses.

Does this service offer guides, tutorials and or customer support?

Yes, unlimited support via phone, email, and in-app chat. Plus, a series of help centre articles, videos and business guides.